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Google plans to invest up to $40B in Anthropic

bloomberg.com

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Re: Google plans to invest up to $40B in Anthropic

#371

Post by girvo »

shimman wrote: post #358
Jach wrote: post #336

Earlier quoted context omitted.

Are you able to describe any of those internal tools in more detail? How important are they on average? (For example, at a prior job I spent a bit of time creating a slackbot command "/wtf acronym" which would query our company's giant glossary of acronyms and return the definition. It wasn't very popular (read: not very useful/important) but it saved myself some time at least looking things up (saving more time than…

It's almost always a CRUD app or dashboard that no one uses while being extremely overkill for their use case. edit: LOL called it, a bunch of useless garbage that no one really cares about but used to justify corporate jobs programs.

Ah but it looks cool and I can put it on my stack ranking perf eval

Re: Google plans to invest up to $40B in Anthropic

#372

Post by wjeje »

dpark wrote: post #240
er2d wrote: post #189

Earlier quoted context omitted.

Im convinced none of these people have any training in corporate finance. For if they did they'd realise they were wasting money. I guess you gotta look busy. But the stick will come when the shareholders look at the income statement and ask... So I see an increase in operating expenses. Let me go calculate the ROIC. Hm its lower, what to do? Oh I know, lets fire the people who caused this (it wont be the C-Suite or…

Do you really think companies have started spending millions on tokens and no one from finance has been involved? You could argue that all the spending is wasted (doubtless some is), but insisting that the decision is being made in complete ignorance of financial concerns reeks of that “everyone’s dumb but me” energy.

What a finance team allocates on spend has nothing to do with what the tokens actually get used for.

Are they peeking over the shoulder of each team and individual? Of course not.

It can be the case that the spend is absolutely wasteful. Numbers don’t lie.

Re: Google plans to invest up to $40B in Anthropic

#374

Post by stasomatic »

fc417fc802 wrote: post #369
stasomatic wrote: post #327

Earlier quoted context omitted.

I am hobbyist playing around. Recently dropped CC (which gave me a sense of awe 2 months ago), but they realized GPUs need CapEx and I want to screw around with pi.dev on a budget. Then on to GH Copilot but couldn't understand their cost structure, ran out of quota half month in, now on Codex. I don't really see any difference for little stuff. I also have Antigravity through a personal Gmail account with access to O…

> The correction will be brutal, worse than the Industrial Revolution. Has it occurred to you that there might not be a correction, and that the outcome would still be brutal, at least on par with the industrial revolution.

Do you mean as in there will be no happy ending / reset and no another century of prosperity?

Re: Google plans to invest up to $40B in Anthropic

#376

Post by girvo »

casey2 wrote: post #235
Jagerbizzle wrote: post #197

Earlier quoted context omitted.

I'm sorry to hear that you have people abusing their new superpowers. I run a team and am spending my time/tokens on serious pain points.

Such as?

For me/my team, I use it to fix DevProd pain points that I would otherwise never get the investment to go solve. Just removed Webpack for Rspack, for example. Could easily do it myself, which is why I can prompt it correctly and review the output properly, but I can let it run while I’m in meetings over more important product or architectural decisions

Re: Google plans to invest up to $40B in Anthropic

#377

Post by wjeje »

dpark wrote: post #323
temp8830 wrote: post #314

Earlier quoted context omitted.

> Do you really think companies have started spending millions on tokens and no one from finance has been involved? Oh, they were involved all right. They ran their analyses and realized that the increase in Acme Corp's share price from becoming "AI-enabled" will pay for the tokens several times over. For today. They plan to be retired before tomorrow.

Sounds like they did train in corporate finance.

Sounds like you haven’t had training in corporate finance.

Re: Google plans to invest up to $40B in Anthropic

#380

Post by MrDarcy »

mullingitover wrote: post #292
barnabee wrote: post #254

Earlier quoted context omitted.

Where I work: - Development velocity is very noticeably much higher across the board. Quality is not obviously worse, but it's LLM assisted, not vibe coding (except for experiments and internal tools). - Things that would have been tactically built with TypeScript are now Rust apps. - Things that would have been small Python scripts are full web apps and dashboards. - Vibe coding (with Claude Desktop, nobody is using…

> - Development velocity is very noticeably much higher across the board It's an absolute tornado of PRs these days. Everyone making the most of these tools is effectively an engineering team lead.

The CTO/VP of engineering role down is now singularly focused on keeping agents fed with a backlog of Linear issues. This is the new normal.
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